Synergy Asset Management, LLC Purchases in Q4 2024

Synergy Asset Management, LLC

  • $1.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRMR
Tremor International Ltd.

Communication Services
85
New
N/A
85 $0
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
16
New
$28.89 - $31.63 $462 - $506
16 $0
Nikola Corp
1
New
N/A
1 $0
NIO
Nio Inc.

Consumer Cyclical
212
New
$4.31 - $7.21 $914 - $1.53K
212 $0
ONL
Orion Office Reit Inc.

Real Estate
9
New
$3.68 - $4.32 $33.1 - $38.9
9 $0
ORN
Orion Group Holdings Inc

Industrials
19
New
$5.35 - $9.0 $102 - $171
19 $0
NULG
Nuveen Esg Large Cap Growth Et

ETFs
6
New
$81.6 - $90.89 $490 - $545
6 $0
JFR
Nuveen Floating Rate Income Fund

Financial Services
55
New
$8.74 - $9.22 $481 - $507
55 $0
Nuveen Global High Income Fd
512
New
N/A
512 $0
MBLY
Mobileye Global Inc.
20
New
$12.07 - $20.07 $241 - $401
20 $0
PDFS
Pdf Solutions Inc

Technology
20
New
$27.08 - $33.26 $542 - $665
20 $0
LILM
Lilium N.V.

Industrials
300
New
$0.05 - $0.84 $15 - $252
300 $0
Linde PLC
60
New
N/A
60 $0
Listed Fd Tr
327
New
N/A
327 $0
Lithium Americas Argentina C
36
New
N/A
36 $0
PLAB
Photronics Inc

Technology
20
New
$22.8 - $28.06 $456 - $561
20 $0
Lithium Amers Corp New
36
New
N/A
36 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
124
New
$2.01 - $3.44 $249 - $427
124 $0
MHO
M/I Homes, Inc.

Consumer Cyclical
5
New
$132.44 - $174.81 $662 - $874
5 $0
MGNI
Magnite, Inc.

Communication Services
17
New
$11.91 - $18.0 $202 - $306
17 $0
MANU
Manchester United PLC

Communication Services
4
New
$15.64 - $18.22 $62.6 - $72.9
4 $0
MNKD
Mannkind Corp

Healthcare
90
New
$5.93 - $7.44 $534 - $670
90 $0
ONON
On Holding Ag

Consumer Cyclical
2
New
$46.3 - $59.54 $92.6 - $119
2 $0
SAIA
Saia Inc

Industrials
2
New
$411.44 - $569.08 $823 - $1.14K
2 $0
Talis Biomedical Corp
14
New
N/A
14 $0
OMFL
Invesco Exchange Traded Self I

ETFs
8
New
$52.49 - $56.58 $420 - $453
8 $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
9
New
$94.77 - $97.36 $853 - $876
9 $0
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
5
New
$79.6 - $95.17 $398 - $476
5 $0
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
New
$131.66 - $144.0 $395 - $432
3 $0
RPG
Invesco Exchange Traded Fd Tr

ETFs
3
New
$38.88 - $44.07 $117 - $132
3 $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
6
New
$87.41 - $97.21 $524 - $583
6 $0
PHO
Invesco Exchange Traded Fd Tr

ETFs
10
New
$65.79 - $72.14 $658 - $721
10 $0
PTH
Invesco Exchange Traded Fd Tr

ETFs
12
New
$40.04 - $48.12 $480 - $577
12 $0
SO
Southern CO

Utilities
1
New
$81.5 - $94.15 $81.5 - $94.2
1 $0
Solventum Corp
506
New
N/A
506 $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
316
New
N/A
316 $0
CUT
Invesco ETF Tr Ii Msci Global

ETFs
10
New
$31.57 - $35.55 $316 - $356
10 $0
DBB
Invesco Db Base Metals Fund

ETFs
42
New
$18.85 - $21.42 $792 - $900
42 $0
VRIG
Invesco Actively Managed ETF F

ETFs
16
New
$25.06 - $25.2 $401 - $403
16 $0
HEIA
Heico Crp Cl A
16
New
N/A
16 $0
SYM
Symbotic Inc.

Financial Services
10
New
$22.73 - $38.78 $227 - $388
10 $0
RUN
Sunrun Inc.

Technology
100
New
$9.13 - $17.5 $913 - $1.75K
100 $0
Hive Digital Technologies Lt
246
New
N/A
246 $0
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
5
New
$132.63 - $210.23 $663 - $1.05K
5 $0
SBLK
Star Bulk Carriers Corp.

Industrials
25
New
$14.7 - $23.59 $368 - $590
25 $0
IEP
Icahn Enterprises L.P.

Industrials
4
New
$8.67 - $15.49 $34.7 - $62
4 $0
Inhibikase Therapeutics Inc
50
New
N/A
50 $0
Innovator Etfs Trust
98
New
N/A
98 $0
Innovator Etfs Trust
99
New
N/A
99 $0
Activity Summary
Buys All Purchases 833 New Holdings 737 Increased Positions 96 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email